Sanctuary Wealth
Finance • Fintech • Enterprise
Sanctuary Wealth is a financial services company that provides a platform and comprehensive support for advisors seeking independence. It operates as both a registered investment adviser and broker-dealer, offering a suite of services designed to help financial advisors transition from traditional wirehouses to independent practices. Sanctuary Wealth focuses on enabling advisors to deliver better client experiences and grow their businesses through access to proprietary tools and an extensive network of resources. The company supports partner firms with operations, compliance, and investment solutions, fostering a community of elite advisors across the United States.
Tax Manager
Job not on LinkedIn
November 14
Sanctuary Wealth
Finance • Fintech • Enterprise
Sanctuary Wealth is a financial services company that provides a platform and comprehensive support for advisors seeking independence. It operates as both a registered investment adviser and broker-dealer, offering a suite of services designed to help financial advisors transition from traditional wirehouses to independent practices. Sanctuary Wealth focuses on enabling advisors to deliver better client experiences and grow their businesses through access to proprietary tools and an extensive network of resources. The company supports partner firms with operations, compliance, and investment solutions, fostering a community of elite advisors across the United States.
📋 Description
• Serve as the final level of review for tax returns (1040, 1041, 1120, 1120S, 1065) • Ultimate responsibility of ensuring accuracy, clarity, and consistency in every return • Support the implementation of tax strategies throughout the year • Collaborate with preparers, reviewers, and clients • Stay current on individual and business tax law, with a focus on cash-basis businesses
🎯 Requirements
• Lacerte Experience Preferred • CPA or EA License Required
🏖️ Benefits
• Unlimited PTO • CPE support • tech stipend • 50% health insurance • 401k match
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